See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,893 | $175,202+6.7% | $149,673+24.9% | $139,434+34.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.75% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,223 | $5,474-59.4% | $4,818-53.9% | $4,751-53.2% |
| Participant deferral / active EE | $7,500 | $6,519+15.1% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |